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PLANNED GIVING
Institutional Advancement


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Gifts Anyone Can Afford

Did you know there are ways to support UC Santa Barbara Foundation that don't affect your current lifestyle or your family's security?

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift that leaves your cash flow and current financial planning unchanged.
  • You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.

Popular Giving Arrangements

Gifts From Your Will or Trust
Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations have ceased.
Learn more about a Will Plan | Sample Bequest Language

Retirement Plan
Give us assets subject to double taxation, then leave more to your family. Learn more about a Retirement Plan

Appreciated Securities
Here's how to take advantage of appreciated securities without incurring capital gains tax. Learn more about Appreciated Securities




The material presented on this website is not offered as legal or tax advice.
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